P
$77.2M Total AUM
$77.2M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2024
- Office Locations
- 1
Office Locations
-- Southampton NY
About Palm Capital Group LLC
Palm Capital Group LLC is a Southampton-based RIA. The firm has been operating for 1 years. Managing $77.2M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Interactive Brokers.
Team overview
-- AVG AGE
$77.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Services
Available
Owner & Executives
J
JUSTIN THOMAS SWIDERSKI
Managing Member, President
- CRD
- #5289245
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,241,874 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,241,874 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Derivatives:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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